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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,250 | $87,166-97.4% | $76,735-97.1% | $137,256-98.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.29% | 26.50%-12.2pp | 29.77%-15.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,252 | $2,904+12.0% | $2,454+32.5% | $4,156-21.8% |
| Participant deferral / active EE | $903 | $4,726-80.9% | $4,088-77.9% | $6,407-85.9% |
| Admin fee / account holder | $22,287 | $8,403+165.2% | $7,189+210.0% | $12,270+81.6% |